Mendel Money Management Portfolio Holdings

Mendel Money Management

  • $205 Million
  • Q2 2025

Mendel Money Management has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.7M, Amazon Com Inc with a value of $8.64M, Visa Inc. with a value of $6.69M, International Business Machines Corp with a value of $6.49M, and Alphabet Inc. with a value of $5.69M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $194M to 205M.

Mendel Money Management is based out at Northbrook, IL

Below you can find more details about Mendel Money Management portfolio as well as his latest detailed transactions.

Portfolio value $205 Million
Technology: $64.7 Million
Industrials: $31.1 Million
Healthcare: $24.3 Million
Consumer Cyclical: $20.7 Million
Financial Services: $19.1 Million
ETFs: $14.4 Million
Communication Services: $10.6 Million
Consumer Defensive: $6.9 Million
Other: $13.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$10.7 Million 5.2% of portfolio
21,461
Q2 2025 Reduced 3.52%
$2.26T
$8.64 Million 4.21% of portfolio
39,371
Q2 2025 Reduced 1.82%
$551B
$6.69 Million 3.26% of portfolio
18,839
Q2 2025 Reduced 4.53%
$210B
$6.49 Million 3.16% of portfolio
22,003
Q2 2025 Reduced 8.47%
$1.24T
$5.69 Million 2.77% of portfolio
32,052
Q2 2025 Reduced 3.66%
$52.5B
$5.27 Million 2.57% of portfolio
25,769
Q2 2025 Reduced 7.48%
$32.6B
$4.89 Million 2.38% of portfolio
13,912
Q2 2025 Reduced 2.15%
$42.5B
$4.9 Million 2.38% of portfolio
27,058
Q2 2025 Reduced 2.3%
$153B
$4.81 Million 2.34% of portfolio
9,469
Q2 2025 Reduced 3.76%
$187B
$4.58 Million 2.23% of portfolio
11,304
Q2 2025 Added 4.39%
$150B
$4.57 Million 2.23% of portfolio
23,156
Q2 2025 Added 1.66%
$152B
$4.42 Million 2.15% of portfolio
19,930
Q2 2025 Reduced 1.75%
$229B
$4.41 Million 2.15% of portfolio
30,191
Q2 2025 Added 209.08%
$57.8B
$4.4 Million 2.14% of portfolio
20,136
Q2 2025 Reduced 1.33%
$66.3B
$3.96 Million 1.93% of portfolio
51,213
Q2 2025 Added 1.57%
$127B
$3.73 Million 1.82% of portfolio
13,533
Q2 2025 Reduced 5.33%
$202B
$3.66 Million 1.78% of portfolio
27,707
Q2 2025 Reduced 1.07%
$3.69T
$3.59 Million 1.75% of portfolio
17,516
Q2 2025 Reduced 1.35%
$351M
$3.5 Million 1.7% of portfolio
138,253
Q2 2025 Reduced 1.03%
$43.1B
$3.47 Million 1.69% of portfolio
14,479
Q2 2025 Added 6.71%
$1.21T
$3.31 Million 1.61% of portfolio
18,782
Q2 2025 Added 1.37%
$182B
$3 Million 1.46% of portfolio
32,191
Q2 2025 Added 9.51%
$48.7B
$2.95 Million 1.44% of portfolio
16,912
Q2 2025 Reduced 0.54%
$6.32B
$2.88 Million 1.4% of portfolio
12,703
Q2 2025 Reduced 2.35%
$29.9B
$2.69 Million 1.31% of portfolio
16,424
Q2 2025 Added 1.17%
$6.08B
$2.61 Million 1.27% of portfolio
53,570
Q2 2025 Reduced 9.62%
$710M
$2.39 Million 1.17% of portfolio
52,359
Q2 2025 Reduced 7.57%
$859B
$2.26 Million 1.1% of portfolio
7,808
Q2 2025 Reduced 3.45%
$351B
$2.21 Million 1.08% of portfolio
11,908
Q2 2025 Added 1.37%
$381B
$1.81 Million 0.88% of portfolio
38,262
Q2 2025 Reduced 10.99%
$302B
$1.73 Million 0.84% of portfolio
12,098
Q2 2025 Reduced 0.44%
$44.3B
$1.69 Million 0.82% of portfolio
16,441
Q2 2025 Reduced 14.88%
$245B
$1.59 Million 0.78% of portfolio
5,105
Q2 2025 Added 58.34%
$1.72B
$1.57 Million 0.76% of portfolio
134,305
Q2 2025 Added 24.86%
$64.2B
$1.53 Million 0.75% of portfolio
5,442
Q2 2025 Reduced 41.55%
$608B
$1.36 Million 0.66% of portfolio
1,751
Q2 2025 Reduced 5.5%
$222B
$1.34 Million 0.65% of portfolio
4,581
Q2 2025 Added 0.04%
$96.6B
$1.32 Million 0.64% of portfolio
1,894
Q2 2025 Reduced 1.66%
$218B
$1.29 Million 0.63% of portfolio
3,319
Q2 2025 Reduced 0.75%
$548B
$1.28 Million 0.62% of portfolio
2,269
Q2 2025 Reduced 1.73%
$135B
$1.23 Million 0.6% of portfolio
5,351
Q2 2025 Reduced 8.14%
$439B
$1.21 Million 0.59% of portfolio
1,223
Q2 2025 Reduced 2.63%
$152B
$1.17 Million 0.57% of portfolio
4,184
Q2 2025 Reduced 5.19%
$169B
$1.15 Million 0.56% of portfolio
2,114
Q2 2025 Added 0.09%
$150B
$1.13 Million 0.55% of portfolio
10,187
Q2 2025 Reduced 0.42%
$63.8B
$1.13 Million 0.55% of portfolio
11,243
Q2 2025 Added 81.98%
$405B
$1.1 Million 0.54% of portfolio
3,008
Q2 2025 Reduced 0.59%
$293B
$1.09 Million 0.53% of portfolio
15,657
Q2 2025 Reduced 4.28%
$146B
$1.05 Million 0.51% of portfolio
4,510
Q2 2025 Reduced 5.27%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $205 Million
  • Prior Value $194 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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